Professional Biography
I help clients invest, grow and plan for the future in a complex and ever-changing world
How do you describe what you do?
I work closely with two Investment Managers managing a wide range of portfolios across different risk metrics and structures aligning client risk preferences and objectives to their financial plan.
What's next for you professionally?
I recently joined Evelyn Partners so my focus is on learning and developing while providing great client service.
What's your favourite thing about your role?
No two days are the same, from an important earnings or macro data release that can shape the narrative of the market or an important client meeting the role is incredibly interesting and ever changing.
When you're not at work, what's your favourite thing to do?
Outside of work golf is my main hobby and I am fortunate to be a member of Southport & Ainsdale Golf Club.
Why does my role as a wealth manager matter?
We play an important role helping clients invest, grow and plan for the future in a complex and ever-changing world.
What qualifications and memberships do you have?
- A Chartered Member of the CISI
- Chartered Wealth Manager
- CFA Investment Management Certification
- Sustainable Investing Certification